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Small Modular Reactors

Small modular reactors are factory-built units intended to cut the cost and schedule risk of conventional nuclear construction. Most developers are pre-revenue and trade on licensing progress and offtake agreements.

12 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
26	Amundi Paris, France	$46.7M	+$8.48M	1	0.04%	Increased
27	Legal & General Group London, United Kingdom	$44.7M	-$2.77M	2	0.02%	Reduced
28	P3I Progeny 3 Inc Kirkland, Washington	$43.7M	+$769K	1	8.82%	Increased
29	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$43.3M	+$5.93M	1	0.08%	Increased
30	BlackRock New York	$41.7M	+$10.6M	3	0%	Increased
31	Norges Bank Oslo, Norway	$41.2M	+$8.13M	1	0.01%	Increased
32	Citigroup New York	$40.7M	+$4.55M	3	0.03%	Increased
33	Tiger Global Management New York	$38.6M	$0	1	0.32%	Maintained
34	Swiss National Bank Zurich, Switzerland	$37.4M	+$338K	1	0.03%	Increased
35	Russell Investments Group London, United Kingdom	$35.3M	-$1.34M	1	0.07%	Reduced
36	Citadel Advisors Miami, Florida	$34.7M	-$22.9M	2	0.01%	Reduced
37	JP Morgan Chase New York	$34.7M	+$1.2M	2	0%	Increased
38	TD Asset Management Toronto, Ontario, Canada	$33.8M	-$1.66M	2	0.04%	Reduced
39	Magnetar Financial Evanston, Illinois	$33M	-$1.17M	1	0.34%	Reduced
40	Susquehanna International Group Bala Cynwyd, Pennsylvania	$31.6M	-$10.7M	2	0.01%	Reduced
41	Marshall Wace London, United Kingdom	$30.1M	+$9.48M	2	0.06%	Increased
42	GFWEX G.F.W. Energy XII Dallas, Texas	$29.8M	+$29.8M	1	32.49%	New
43	SCM Segra Capital Management Palm Beach, Florida	$28.9M	+$18M	2	32.22%	Increased
44	Deutsche Bank Frankfurt Am Main Ge, Germany	$27.7M	-$5.4M	2	0.02%	Reduced
45	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$27.1M	-$99.3K	1	0.02%	Reduced
46	Geode Capital Management Boston, Massachusetts	$26.6M	+$3.54M	2	0%	Increased
47	MCM Moerus Capital Management New York	$25.7M	-$693K	1	9.07%	Reduced
48	Primecap Management Pasadena, California	$25.6M	+$845K	1	0.02%	Increased
49	Tocqueville Asset Management New York	$25.3M	+$510K	1	0.46%	Increased
50	Balyasny Asset Management Chicago, Illinois	$24.6M	+$10.2M	2	0.08%	Increased